We are live on ! Find out more
SPMO icon

Invesco S&P 500 Momentum ETF

39 hedge funds and large institutions have $42.8M invested in Invesco S&P 500 Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

0% more funds holding

Funds holding: 3939 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13% less capital invested

Capital invested by funds: $49.2M → $42.8M (-$6.47M)

14.29% less ownership

Funds ownership: 63.95%49.66% (-14%)

Holders
39
Holders Change
Holders Change %
0%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
12
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWMG
26
DB Wealth Management Group
California
$202K
WIA
27
Wealthstreet Investment Advisors
Texas
$178K -$1.39M -24,850 -89%
BMD
28
Better Money Decisions
New Mexico
$104K
HI
29
Harbour Investments
Wisconsin
$47K
GEA
30
Glen Eagle Advisors
New Jersey
$44.5K +$40.4K +725 +2,900%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$43K -$870K -15,600 -96%
CFGS
32
Concourse Financial Group Securities
Alabama
$30K
SFPG
33
Stonebridge Financial Planning Group
Florida
$30K
AWM
34
Accel Wealth Management
Iowa
$28K
SPIA
35
Steward Partners Investment Advisory
New York
$23K -$136K -2,431 -86%
APA
36
American Portfolios Advisors
New York
$19.2K +$18K +323 New
CWA
37
Carolina Wealth Advisors
South Carolina
$4K
SIS
38
Sound Income Strategies
Florida
$2K
WWMSC
39
Wagner Wealth Management (South Carolina)
South Carolina
$1K
CCP
40
Cardan Capital Partners
Colorado
-$3.53M -66,595 Closed
IA
41
IFP Advisors
Florida
-$843K -15,115 Closed
Jane Street
42
Jane Street
New York
-$229K -4,321 Closed
AIC
43
Archer Investment Corporation
Indiana
-$26.5K -500 Closed
VBCG
44
Valley Brook Capital Group
Pennsylvania
-$14K -264 Closed
Wells Fargo
45
Wells Fargo
California
-$56 -1 Closed

SPMO Hedge Fund Activity: Q2 2021 in Review

39 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Momentum ETF (SPMO) for Q2 2021, worth a combined $42.8M — down 13% from $49.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SPMO positions and 6 closed out — a net gain of 1 holder — while 12 added to existing stakes and 8 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.71M. The largest seller was Cardan Capital Partners, exiting entirely with an estimated $3.53M sold.

  • 39 institutional investors held Invesco S&P 500 Momentum ETF (SPMO) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $42.8M of Invesco S&P 500 Momentum ETF stock for Q2 2021, down 13% quarter-over-quarter.
  • 7 funds opened new Invesco S&P 500 Momentum ETF positions in Q2 2021 and 6 closed out, a net change of +1 holder.
  • The largest Invesco S&P 500 Momentum ETF buyer in Q2 2021 was LPL Financial, an estimated $1.71M added.
  • The largest Invesco S&P 500 Momentum ETF seller in Q2 2021 was Cardan Capital Partners, an estimated $3.53M sold.

Based on aggregated 13F filings for Q2 2021.